Military Financial Wellness Counselor

Magellan Federal; Lewistown (MT); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal is seeking a Personal Financial Counselor, Assignment Ready Counselor for Montana. The role delivers direct financial counseling to service members and families at military installations, including budgeting for absences and coordinating educational materials.

The counselor will also conduct classes/workshops, use virtual counseling as needed, and collaborate with command leadership while complying with DoD and OCI requirements.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• If required by contract, bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI).
• Must have AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist clients in creating spending plans for extended absences.
• Develop and distribute informational financial materials.

Skills

Financial counseling

Fluent English

Education

Bachelor's degree

AFC/CFP/ChFC certifications

Job description

Magellan Federal is seeking a Personal Financial Counselor, Assignment Ready Counselor for Montana. The role delivers direct financial counseling to service members and families at military installations, including budgeting for absences and coordinating educational materials.

The counselor will also conduct classes/workshops, use virtual counseling as needed, and collaborate with command leadership while complying with DoD and OCI requirements.